Allison Dunn is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allison is an employee managing a rental property in Hawley, Pennsylvania, through Airbnb/VRBO since January 2024. This investment-related activity involves accounting, customer service, and property management, taking a few hours per week outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations37 states
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